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U.S. Building Products Industry Analysis

UpdatedMar 28, 2026
DataAggregated Company Financials
Companies50
  • 7D-0.3%
  • 3M-0.3%
  • 1Y10.6%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 2.1%, driven by Carrier Global declining 6.6%. Over the past 12 months, the industry was up 7.8%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 28 Mar 2026US$372.6bUS$158.6bUS$11.8b19.3x31.6x2.3x
Mon, 23 Feb 2026US$434.0bUS$160.4bUS$12.1b22.6x36x2.7x
Wed, 21 Jan 2026US$385.3bUS$163.7bUS$11.6b21.6x33.3x2.4x
Fri, 19 Dec 2025US$364.4bUS$163.6bUS$11.6b19.7x31.5x2.2x
Sun, 16 Nov 2025US$363.5bUS$161.0bUS$11.1b17.5x32.8x2.3x
Tue, 14 Oct 2025US$376.2bUS$160.9bUS$12.6b21.5x29.9x2.3x
Thu, 11 Sep 2025US$392.4bUS$160.9bUS$12.5b23.4x31.3x2.4x
Sat, 09 Aug 2025US$393.8bUS$160.7bUS$12.9b22.4x30.5x2.4x
Mon, 07 Jul 2025US$405.3bUS$162.0bUS$13.8b21.1x29.3x2.5x
Wed, 04 Jun 2025US$390.6bUS$163.3bUS$14.0b21.4x27.9x2.4x
Fri, 02 May 2025US$366.8bUS$163.2bUS$13.5b19.8x27.1x2.2x
Sun, 30 Mar 2025US$351.9bUS$162.7bUS$13.4b19.7x26.3x2.2x
Tue, 25 Feb 2025US$374.9bUS$162.5bUS$13.4b21.5x27.9x2.3x
Thu, 23 Jan 2025US$413.4bUS$163.6bUS$14.3b20.8x28.9x2.5x
Sat, 21 Dec 2024US$389.9bUS$163.6bUS$14.3b22.1x27.2x2.4x
Mon, 18 Nov 2024US$423.1bUS$162.3bUS$14.3b21.9x29.6x2.6x
Wed, 16 Oct 2024US$429.2bUS$164.3bUS$16.4b23.8x26.1x2.6x
Fri, 13 Sep 2024US$385.1bUS$164.3bUS$16.4b21.1x23.4x2.3x
Sun, 11 Aug 2024US$363.9bUS$164.4bUS$16.4b20.3x22.1x2.2x
Tue, 09 Jul 2024US$359.6bUS$162.7bUS$14.3b19.9x25.1x2.2x
Thu, 06 Jun 2024US$364.0bUS$163.8bUS$14.3b20.2x25.4x2.2x
Sat, 04 May 2024US$367.9bUS$166.6bUS$14.4b22.2x25.5x2.2x
Mon, 01 Apr 2024US$378.3bUS$165.2bUS$14.7b24.4x25.7x2.3x
Wed, 28 Feb 2024US$354.1bUS$166.8bUS$14.8b22.9x23.9x2.1x
Fri, 26 Jan 2024US$328.2bUS$175.3bUS$14.8b20.2x22.2x1.9x
Sun, 24 Dec 2023US$332.5bUS$175.3bUS$14.8b20.5x22.5x1.9x
Tue, 21 Nov 2023US$297.0bUS$175.2bUS$15.0b17.2x19.8x1.7x
Thu, 19 Oct 2023US$257.4bUS$171.9bUS$14.8b16.7x17.4x1.5x
Sat, 16 Sep 2023US$280.2bUS$171.9bUS$14.8b17.6x18.9x1.6x
Mon, 14 Aug 2023US$290.4bUS$171.9bUS$14.8b17.3x19.6x1.7x
Wed, 12 Jul 2023US$286.2bUS$174.2bUS$15.2b16.4x18.8x1.6x
Fri, 09 Jun 2023US$261.3bUS$174.0bUS$15.2b15.1x17.2x1.5x
Sun, 07 May 2023US$248.2bUS$174.2bUS$15.2b15x16.3x1.4x
Tue, 04 Apr 2023US$246.8bUS$175.5bUS$16.6b13.8x14.8x1.4x
Price to Earnings Ratio

14.8x


Total Market Cap: US$246.8bTotal Earnings: US$16.6bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.2x which is higher than its 3-year average PE of 25.5x.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-1.92%
Industrials-0.98%
Building-0.31%
Building Products-0.31%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JCI Johnson Controls InternationalUS$131.291.2%
+US$973.2m		64.8%PE42x
MOD Modine ManufacturingUS$213.968.9%
+US$918.1m		170.0%PE115.4x
OC Owens CorningUS$104.564.6%
+US$369.8m		-26.7%PS0.8x
ALLE AllegionUS$144.501.4%
+US$173.2m		12.6%PE19.3x
UFPI UFP IndustriesUS$89.683.3%
+US$164.7m		-15.6%PE18x

Latest News

ALLE
US$144.50
Allegion
7D
1.4%
1Y
12.6%

ALLE: Margin Strength And AI Demand Will Support 2026 Outlook

Narrative Update Allegion's analyst price target has been nudged lower to a range centered around about $178, reflecting modest reductions from prior targets of $180 to $190 as analysts factor in near term margin pressure in the Americas, partially offset by margin strength and a firmer demand outlook tied to artificial intelligence orders. Analyst Commentary Recent research has focused on Allegion's margin profile and demand outlook, with price targets clustered in the mid to high $170s.
AWI
US$162.17
Armstrong World Industries
7D
-1.0%
1Y
16.2%

AWI: Refreshed Q4 Assumptions And 2026 Guidance Will Support Future Pricing Power

Analysts have modestly raised their price target on Armstrong World Industries to $191 from $189, reflecting refreshed estimates following the recent Q4 update. Analyst Commentary Bullish Takeaways Bullish analysts view the lift in the price target to $191 as a sign that refreshed Q4 assumptions still support the current valuation framework.
CSL
US$325.58
Carlisle Companies
7D
-0.6%
1Y
-5.0%

CSL: Ongoing Buybacks Will Support Future Returns Despite Modest Revenue Outlook

Analysts have kept their price target on Carlisle Companies steady at about $396.63, reflecting updated inputs for discount rate, revenue growth, profit margin, and future P/E, without a clear shift in their overall view of the shares. What's in the News Carlisle Companies issued earnings guidance for 2026, indicating an expectation for consolidated revenues to be up by a low single digit % year over year.
OC
US$104.56
Owens Corning
7D
4.6%
1Y
-26.7%

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts maintained their Owens Corning fair value estimate at $142, making only slight adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, which fine-tune rather than reshape their overall outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, expecting revenue from continuing operations of about $2.1b to $2.2b (company guidance).
HAYW
US$13.23
Hayward Holdings
7D
-3.0%
1Y
-3.7%

HAYW: Stabilizing Pool Cycle And Margin Gains Will Support Future Upside

Analysts have lifted Hayward Holdings' implied price target to about $19, with the shift supported by views that margins can benefit from price increases and productivity gains, as recent trends in the pool market appear to have stabilized. Analyst Commentary Recent Street commentary on Hayward highlights a mix of optimism around execution and margins, alongside some caution around earnings assumptions and valuation.
TREX
US$35.54
Trex Company
7D
-1.3%
1Y
-38.0%
UFPI
US$89.68
UFP Industries
7D
3.3%
1Y
-15.6%
LII
US$437.87
Lennox International
7D
-6.4%
1Y
-20.8%
FBIN
US$38.17
Fortune Brands Innovations
7D
-1.3%
1Y
-37.2%
AAON
US$81.48
AAON
7D
1.8%
1Y
4.4%
MAS
US$59.50
Masco
7D
1.1%
1Y
-13.4%
BLDR
US$80.43
Builders FirstSource
7D
-1.0%
1Y
-35.4%
JCI
US$131.29
Johnson Controls International
7D
1.2%
1Y
64.8%

JCI: Applied HVAC Supercycle And AI Cooling Demand Will Support Upside

Analysts have lifted their Johnson Controls International price targets, with moves such as Morgan Stanley's increase to $140 and Melius Research's $148 target reflecting updated earnings estimates and a broader view that applied HVAC demand extends well beyond data centers. Analyst Commentary Bullish analysts are leaning into a more constructive view on Johnson Controls International, pointing to recent price target changes and rating shifts as signals of growing confidence in the story.
MOD
US$213.96
Modine Manufacturing
7D
8.9%
1Y
170.0%

MOD: Data Center Cooling Execution And Margins Will Shape Future AI Upside

Analysts nudged their price target on Modine Manufacturing to $251.14, supported by research that highlights its role as a one stop shop for data center cooling and refrigeration solutions and references Street targets such as Roth Capital's $263 level, which is tied to expectations around data center growth and EBITDA margin expansion. Analyst Commentary Street research around Modine is clustered on the positive side, with several firms lifting price targets and one initiating with a Buy rating tied to the data center and refrigeration story.
AZZ
US$122.72
AZZ
7D
3.1%
1Y
46.1%

AZZ: Future Fair Value Will Rely On FY27 Framework Execution

Narrative Update The analyst price target for AZZ has been nudged higher to about $140 per share from roughly $139.56, as analysts factor in updated long term forecasts, including Noble Capital's higher $160 target following new FY27 guidance, alongside more measured views from Wells Fargo and Baird. Analyst Commentary Recent research on AZZ shows a mix of enthusiasm about longer term growth targets and some hesitation around where the shares trade today, which is why you see both higher price targets and at least one rating cut.
CARR
US$54.25
Carrier Global
7D
-6.6%
1Y
-14.3%

CARR: Data Center Cooling And AI Tools Will Support Future Upside

Carrier Global's analyst price target has inched higher to about $71.80 from roughly $71.66 as analysts factor in a slightly lower discount rate and steady assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates on Carrier Global show a mix of optimism and caution, with several firms adjusting price targets in both directions and fine tuning expectations around execution and growth.